$701 Million is the total value of YHB Investment Advisors, Inc.'s 187 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $5,417,000 | – | 96,190 | +100.0% | 0.77% | – |
| NFLX | New | NETFLIX INC | $1,460,000 | – | 4,513 | +100.0% | 0.21% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $637,000 | – | 3,220 | +100.0% | 0.09% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $290,000 | – | 2,400 | +100.0% | 0.04% | – |
| VLO | New | VALERO ENERGY CORP NEW | $222,000 | – | 2,368 | +100.0% | 0.03% | – |
| IYF | New | ISHARES TRu.s. finls etf | $216,000 | – | 1,571 | +100.0% | 0.03% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $213,000 | – | 1,908 | +100.0% | 0.03% | – |
| RTN | New | RAYTHEON CO | $208,000 | – | 946 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $204,000 | – | 1,701 | +100.0% | 0.03% | – |
| TROW | New | PRICE T ROWE GROUP INC | $202,000 | – | 1,657 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $202,000 | – | 4,038 | +100.0% | 0.03% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $206,000 | – | 685 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 7.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| THERMO FISHER SCIENTIFIC INC COM | 42 | Q3 2023 | 3.7% |
| ECOLAB INC COM | 42 | Q3 2023 | 3.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.8% |
| COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 2.9% |
| DANAHER CORPORATION COM | 42 | Q3 2023 | 2.7% |
| VISA INC COM CL A | 42 | Q3 2023 | 4.0% |
| ORACLE CORP COM | 42 | Q3 2023 | 2.8% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View YHB Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.